RBLVX Mutual Fund

RBLVX Mutual Fund (Russell Lifepoints Balanced Strategy Fund Class R5) is managed by Russell Investments with $15.5M in net assets. RBLVX expense ratio is 1.43%, holding 13 positions across various sectors. Inception date: 1998-03-24.

RBLVX performance shows a YTD return of 7.48%. The 1-year return is 15.38% and the 5-year return is 5.80%. RBLVX dividend yield stands at 7.57%, paid quarterly.

RBLVX top holdings include Russell Investments Global Equity Fund Class Y (29.7%), Investment Grade Bond Fund (16.9%), Multifactor U.s. Equity (10.8%), Multi-strategy Income Fund (7.9%), Strategic Bond Fund (6.8%). Go to all RBLVX holdings, RBLVX sectors, or RBLVX dividends.

RBLVX can be compared against other funds. Use RBLVX overlap to find shared positions, or RBLVX vs another fund for a side-by-side view. RBLVX alternatives are available via the screener, along with tax-loss harvesting opportunities.